Requests for information (also known as RFIs) are a useful method to ask questions or clarifications to your customers. Whether you do residential or commercial work, it is a good practice to send an RFI to your customer when you feel you might want to have:
- Written proof of a customer's answer, or
- Evidence that you did ask a specific question or clarification.
During the request process, your RFl will go through the following states:
- Awaiting response, once your question is sent and the ball is in the customer’s court
- Expired, if the customer have not answered within the time you set (you can always extend the RFI’s deadline)
- Answered, when you received the customer’s reply
You will not be able to edit any of your requests, but you can delete the RFI and start over if necessary.
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